Getting Started with MS Teams and Planner

MS Teams is much more than a video meeting platform - supercharge your team's productivity with its powerful collaboration tools
Half day


Remote working is here to stay. One of the challenges it presents is effective team working and productivity. Rapidly adopting remote working has led a lot of us to rely on a patchwork of spreadsheets, Whatsapp groups and other stopgaps. MS Teams provides a seamless alternative, and allows you to gather all the people, resources and information you need in one package.

Of all the technology and tools available to enable us to work together while working apart, MS Teams is probably one of the most accessible and universally available because it’s included in Office 365. Set up and used correctly, this can provide all the practical things you need plus much of the fun and incidental chat that we all need.

Microsoft Teams has gone from an obscure piece of software to one that is one everyone’s lips. We can make video calls from it, but it has so much more to offer. It has been designed to collaborate easily in Teams. In no time we’ll be file sharing, co-editing and screen sharing.

In this session you will learn how to get started with MS Teams. We'll also show you how to stay organised and manage projects with Microsoft Planner, a planning and project management app for Office 365. Follow along with Paul as he shows how to get things done in Planner, from creating new plans and setting due dates to updating a project's status and sharing files with team members.

What you'll learn

  • Join, create and edit Teams and members
  • Group chats and channels
  • Sharing files
  • Exploring emojis, gifs and stickers
  • Adding Wikis, Tabs and Apps (OneNote, Bot, Planner)
  • Using Search and Command like a pro
  • Keyboard shortcuts galore
  • Creating a plan
  • Adding and assigning tasks
  • Sorting tasks into buckets
  • Attaching files to tasks
  • Flagging tasks with labels
  • Updating a task's status
  • Viewing progress on a plan
  • Using charts to view progress

Who is it for?

Anyone who is using MS Teams or who is new to it and would like a simple guide to getting the most out all its features.

Your facilitator

Paul Pennant
Paul Pennant

Paul is an experienced PA, and award winning PA trainer and a Certified Microsoft Trainer and Productivity Expert specialising in teaching Outlook, Word, PowerPoint, Excel, OneNote, Teams, Forms and Planner. He's passionate about helping organisations and individuals who are working remotely find the best ways to collaborate through MS Office products.


There are no testimonials available for this course yet.

Share the course
Getting Started with MS Teams and Planner
10/02/21 9:30 - 1:00